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ACEP vs. VSLU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACEP vs. VSLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARS Core Equity Portfolio ETF (ACEP) and Applied Finance Valuation Large Cap US ETF (VSLU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACEP achieves a 24.65% return, which is significantly higher than VSLU's 10.53% return.


ACEP

1D
0.02%
1M
2.51%
6M
15.44%
YTD
24.65%
1Y
3Y*
5Y*
10Y*
ALL TIME*

VSLU

1D
0.37%
1M
4.14%
6M
10.70%
YTD
10.53%
1Y
22.50%
3Y*
21.47%
5Y*
13.61%
10Y*
ALL TIME*
14.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$36.53K$36.84K$48.24K
$857.15K$1.16M$1.76M

ACEP vs. VSLU - Yearly Performance Comparison


Correlation

The correlation between ACEP and VSLU is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 21, 2025

0.61

ACEP vs. VSLU - Sectors Allocation Comparison


Sectors
ACEP
VSLU

Technology

34.3%
37.0%

Financial Services

14.4%
9.4%

Energy

12.5%
2.0%

Industrials

12.1%
7.6%

Basic Materials

11.1%
1.0%

Healthcare

8.2%
12.6%

Consumer Cyclical

2.8%
10.9%

Consumer Defensive

1.9%
4.3%

Real Estate

1.6%
0.8%

Communication Services

1.2%
13.4%

Utilities

-

1.0%

Technology

ACEP
34.3%
VSLU
37.0%

Financial Services

ACEP
14.4%
VSLU
9.4%

Energy

ACEP
12.5%
VSLU
2.0%

Industrials

ACEP
12.1%
VSLU
7.6%

Basic Materials

ACEP
11.1%
VSLU
1.0%

Healthcare

ACEP
8.2%
VSLU
12.6%

Consumer Cyclical

ACEP
2.8%
VSLU
10.9%

Consumer Defensive

ACEP
1.9%
VSLU
4.3%

Real Estate

ACEP
1.6%
VSLU
0.8%

Communication Services

ACEP
1.2%
VSLU
13.4%

Utilities

ACEP

-

VSLU
1.0%

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Return for Risk

ACEP vs. VSLU — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ACEP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


VSLU
VSLU Risk / Return Rank: 6666
Overall Rank
VSLU Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VSLU Sortino Ratio Rank: 6464
Sortino Ratio Rank
VSLU Omega Ratio Rank: 6565
Omega Ratio Rank
VSLU Calmar Ratio Rank: 6161
Calmar Ratio Rank
VSLU Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ACEP vs. VSLU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARS Core Equity Portfolio ETF (ACEP) and Applied Finance Valuation Large Cap US ETF (VSLU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ACEPVSLUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.47

Martin ratioReturn relative to average drawdown

10.15

ACEP vs. VSLU - Sharpe Ratio Comparison


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Drawdowns

ACEP vs. VSLU - Drawdown Comparison

The maximum ACEP drawdown since its inception was -7.06%, smaller than the maximum VSLU drawdown of -23.86%. Use the drawdown chart below to compare losses from any high point for ACEP and VSLU.


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Drawdown Indicators


ACEPVSLUDifference

Max Drawdown

Largest peak-to-trough decline

-7.06%

-23.86%

+16.80%

Max Drawdown (1Y)

Largest decline over 1 year

-9.16%

Max Drawdown (3Y)

Largest decline over 3 years

-17.89%

Max Drawdown (5Y)

Largest decline over 5 years

-23.86%

Current Drawdown

Current decline from peak

-0.44%

0.00%

-0.44%

Average Drawdown

Average peak-to-trough decline

-1.74%

-4.78%

+3.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.22%

Volatility

ACEP vs. VSLU - Volatility Comparison


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Volatility by Period


ACEPVSLUDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.29%

Volatility (6M)

Calculated over the trailing 6-month period

9.61%

Volatility (1Y)

Calculated over the trailing 1-year period

16.86%

12.66%

+4.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.86%

16.23%

+0.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.86%

16.01%

+0.85%

ACEP vs. VSLU - Expense Ratio Comparison

ACEP has a 0.45% expense ratio, which is lower than VSLU's 0.49% expense ratio.


Dividends

ACEP vs. VSLU - Dividend Comparison

ACEP's dividend yield for the trailing twelve months is around 0.11%, less than VSLU's 0.42% yield.


PositionTTM20252024202320222021
ACEP
ARS Core Equity Portfolio ETF
0.11%0.14%0.00%0.00%0.00%0.00%
VSLU
Applied Finance Valuation Large Cap US ETF
0.42%0.46%0.60%0.60%0.99%0.57%

Frequently Asked Questions


ACEP and VSLU have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ACEP is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ACEP is cheaper with a 0.45% expense ratio, compared with 0.49% for VSLU.

VSLU has the higher dividend yield at 0.42%, compared with 0.11% for ACEP.

They also come from different issuers: ARS Investment Partners and Applied Finance. Their fees differ too: 0.45% for ACEP and 0.49% for VSLU.

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